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How to connect Moco and CloudTalk
Create a New Scenario to Connect Moco and CloudTalk
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or CloudTalk will be your first step. To do this, click "Choose an app," find Moco or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Moco node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
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Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Moco and CloudTalk Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Moco and CloudTalk Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Moco, CloudTalk, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Moco and CloudTalk integration works as expected. Depending on your setup, data should flow between Moco and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Moco and CloudTalk
CloudTalk + Moco + Slack: When a new call is registered in CloudTalk, and if it's a missed call, create a corresponding billable time entry in Moco. Finally, send a notification to a specified Slack channel to alert a manager.
CloudTalk + Moco + Google Sheets: When a new call is registered in CloudTalk, extract call details. Additionally, fetch the logged time from Moco related to that call. Record both the call details and Moco time entry in a designated Google Sheet for reporting purposes.
Moco and CloudTalk integration alternatives
About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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See how Latenode works
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FAQ Moco and CloudTalk
How can I connect my Moco account to CloudTalk using Latenode?
To connect your Moco account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moco and click on "Connect".
- Authenticate your Moco and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track billable hours from CloudTalk calls in Moco?
Yes, you can! Latenode allows you to automatically log billable hours from CloudTalk calls directly into Moco, saving time and ensuring accurate billing. Use our visual editor and Javascript blocks for customization.
What types of tasks can I perform by integrating Moco with CloudTalk?
Integrating Moco with CloudTalk allows you to perform various tasks, including:
- Create Moco projects for new CloudTalk customers automatically.
- Log call durations from CloudTalk as time entries in Moco projects.
- Sync contact information between Moco and CloudTalk in real time.
- Generate detailed reports combining Moco time tracking and CloudTalk call data.
- Trigger CloudTalk calls based on project milestones in Moco.
How do I handle Moco API rate limits within Latenode workflows?
Latenode's advanced queue management and error handling features allow you to manage Moco API rate limits effectively, ensuring stable and reliable data syncing.
Are there any limitations to the Moco and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field syncing may require advanced JavaScript knowledge.
- Real-time data synchronization is subject to API availability and limits.
- Complex workflows with high data volumes might need optimized configurations.
